Catalyst Wealth Strategies - Richland (WA)

Christopher Navarro The new live stream tellers are Awesome! I deposited a check at 8am this morning. Didnt have to wait until 9am!! Love this Bank, love Ashley my teller @ the Kingston branch who helped me.

Koda Chovanetz My wife and I recently worked with Pacific Portfolio Trust Company to put together an estate plan and long-term wealth strategy for our family, and we’re really glad we did. With two kids to think about, we wanted to make sure everything was set up properly for the future, and the team at Pacific Portfolio made the whole process straightforward and stress-free. They took the time to understand our goals, explained our options clearly, and helped us create a plan that gives us peace of mind. We never felt pressured or talked down to. They were knowledgeable, approachable, and genuinely thoughtful in their advice. If you’re looking to protect your family and plan for the future, I highly recommend working with Pacific Portfolio. They’ve been a great partner for us.

Jeremy N Nick did a spectacular job for us! He saved us over $1,000 on our home and auto insurance while being completely clear, concise, and prompt. His communication was excellent—he always called back quickly and was there when he said he would be. Nick was totally friendly and made sure every detail was covered, crossing every “T” and dotting every “I.” Unlike other agencies, he really took the time to help us. I highly recommend Tammy Cotton Insurance for anyone looking for great service and big savings!

Camden Heilborn Felix has been the most helpful!! The financial plan he’s created for me has took an incredible weight off my shoulder. He listens, understands my goals, and inspires me to take charge of my finances with incredible guidance. I couldn’t be more thankful and 10000% recommend!

Jimmy Simmons My wife and I recently became first-time homeowners, and Nate walked us through the loan process in a way that was generous and genuine. We greatly appreciate(d) the courteous and careful assistance. Considerate and confidence building.. Highly recommend!! ~ Jimmy

Heather Brennan Mayfield is an exceptional financial advisor whose warm and approachable demeanor truly sets him apart. He creates an environment where clients feel comfortable and heard, effortlessly making complex financial concepts easy to understand. Alongside his deep industry knowledge and professionalism, it is Brennan’s genuine kindness and ability to connect with clients that truly make him stand out. He takes the time to understand each client’s unique needs and offers personalized advice with patience and care, ensuring clients feel both confident and supported in their financial decisions. I can confidently recommend him to anyone, and know they will be in the best hands with Brennan.